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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,021 | $107,809+36.4% | $97,032+51.5% | $155,188-5.3% |
| Participation rate | 31.8% | 75.5%-43.7pp | 71.6%-39.7pp | 80.8%-49.0pp |
| Annual return | 10.85% | 38.06%-27.2pp | 35.38%-24.5pp | 148.84%-138.0pp |
| Employer contribution / active EE | $920 | $2,911-68.4% | $2,629-65.0% | $4,248-78.4% |
| Participant deferral / active EE | $3,028 | $5,129-41.0% | $4,672-35.2% | $6,531-53.6% |
| Admin fee / account holder | $8,659 | $10,717-19.2% | $9,418-8.1% | $14,480-40.2% |